WealthPLAN Partners’s Invesco S&P 500 Downside Hedged ETF PHDG Stock Holding History

WealthPLAN Partners’s Portfolio PHDG Stock Details PHDG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell
2023 Q4	$1.79M	Buy
2023 Q3	$1.63M	Buy
2023 Q2	$1.31M	Sell
2023 Q1	$1.8M	Sell
2022 Q4	$5.46M	Buy
2022 Q1	$11.5M	Buy
2021 Q4	$9.47M	Buy
2021 Q3	$9.3M	Buy